Benchmark Wealth Management, LLC Ishares Morningstar U.S. Equit Transaction History
Benchmark Wealth Management, LLC
- $203 Million
- Q4 2024
A detailed history of Benchmark Wealth Management, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 66,701 shares of ILCB stock, worth $5.49 Million. This represents 2.67% of its overall portfolio holdings.
Number of Shares
66,701
Previous 66,689
0.02%
Holding current value
$5.49 Million
Previous $5.28 Million
2.46%
% of portfolio
2.67%
Previous 2.62%
Shares
21 transactions
Others Institutions Holding ILCB
# of Institutions
192Shares Held
7.01MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.26MShares$104 Million0.04% of portfolio
-
Advisor Shares Investments LLC Bethesda, MD506KShares$41.6 Million8.19% of portfolio
-
Morgan Stanley New York, NY499KShares$41.1 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA494KShares$40.7 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN406KShares$33.4 Million0.01% of portfolio